Filed December 23, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6 years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $58,196 |
Filed as: ALLIANCE GLOBAL FUNDS Service code 28 · EIN 13-3191825 | Investment Management | $0 |
BLACKROCK5 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
DODGE & COX5 years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: JPMORGAN FUND Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LEGG MASON5 years Service code 28 · EIN 52-1200960 | Investment Management | $0 |
LORD ABBETT6 years Service code 28 · EIN 13-3731507 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT6 years Filed as: MFS FUND Service code 28 · EIN 04-2747644 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 28 · EIN 36-3145972 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,005 | $79,171+44.0% | $102,423+11.3% | $74,495+53.0% |
| Participation rate | 92.4% | 74.8%+17.6pp | 76.5%+15.9pp | 67.2%+25.2pp |
| Annual return | 13.42% | 54.93%-41.5pp | 29.32%-15.9pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,557 | $2,362-34.1% | $3,023-48.5% | $2,623-40.7% |
| Participant deferral / active EE | $4,859 | $4,415+10.0% | $5,053-3.8% | $4,346+11.8% |
| Admin fee / account holder | $334 | $2,001-83.3% | $9,451-96.5% | $1,942-82.8% |